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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,317 | $88,815+90.6% | $81,882+106.8% | $145,897+16.1% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 13.76% | 1033.75%-1020.0pp | 779.47%-765.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,116 | $3,086-31.5% | $2,916-27.5% | $4,663-54.6% |
| Participant deferral / active EE | $4,555 | $4,647-2.0% | $4,323+5.4% | $6,689-31.9% |
| Admin fee / account holder | $7,156 | $8,434-15.2% | $7,360-2.8% | $13,390-46.6% |